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Portfolio (Quarterly) Guide ↗

DANSKE BANK A/S

· CIK 0000800177
13F Portfolio $50.6B AUM 2,039 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 352 Added 288 Reduced 78 Exited
Page 26 of 58  ·  1,158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CDE Coeur Mining Inc Basic Materials 414,400.0 $6.8M 0.01% +179K +75.7% $16.32 +28.5%
502 LNTH Lantheus Holdings Inc Healthcare 60,756.0 $6.7M 0.01% NEW $110.94 -9.9%
503 Amrize Ltd 124,400.0 $6.6M 0.01% +12K +10.2% $53.30
504 ROKU Roku Inc Communication Services 46,788.0 $6.5M 0.01% +47K +10000.0% $138.14 +14.0%
505 WCC WESCO International Inc Industrials 18,706.0 $6.5M 0.01% -571.0 -3.0% $345.43 +1.1%
506 Blue Owl Capital Corp 589,365.0 $6.4M 0.01% +19K +3.4% $10.87
507 LULU Lululemon Athletica Inc Consumer Cyclical 54,959.0 $6.3M 0.01% -87K -61.2% $114.18 +6.0%
508 TOST Toast Inc Technology 224,328.0 $6.2M 0.01% -7K -3.1% $27.82 +31.7%
509 PHM PulteGroup Inc Consumer Cyclical 45,428.0 $6.2M 0.01% -2K -3.8% $137.21 -6.0%
510 TW Tradeweb Markets Inc Financial Services 61,944.0 $6.2M 0.01% $99.66 +7.4%
511 IREN IREN Ltd Financial Services 134,400.0 $6.1M 0.01% -3K -2.2% $45.73 -8.4%
512 TSCO Tractor Supply Co Consumer Cyclical 192,671.0 $6.1M 0.01% -21K -9.9% $31.61 +10.7%
513 SATS EchoStar Corp Technology 59,700.0 $6.1M 0.01% -3K -4.3% $101.50 -14.3%
514 LEN Lennar Corp Consumer Cyclical 65,214.0 $5.9M 0.01% -2K -2.2% $90.49 -3.8%
515 LII Lennox International Inc Industrials 10,274.0 $5.9M 0.01% -4K -29.3% $572.95 -29.7%
516 TIGO Millicom International Cellular SA Communication Services 62,967.0 $5.7M 0.01% +61K +3272.6% $90.76 +3.2%
517 MTD Mettler-Toledo International Inc Healthcare 4,348.0 $5.6M 0.01% -3K -39.7% $1277.51 +9.2%
518 AAON AAON Inc Industrials 43,265.0 $5.5M 0.01% NEW $126.86 -37.4%
519 OKE ONEOK Inc Energy 62,588.0 $5.4M 0.01% -2.2M -97.2% $86.94 +7.3%
520 Globus Medical Inc 68,645.0 $5.4M 0.01% +68K +10000.0% $79.01
Page 26 of 58  ·  1,158 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.5%
Financial Services 11.7%
Consumer Cyclical 10.9%
Healthcare 9.7%
Communication Services 8.1%
Industrials 7.9%
Consumer Defensive 4.3%
Basic Materials 2.0%
Real Estate 1.9%
Utilities 1.9%